MFG
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Merit Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Merit Financial Group’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.52M Sell
21,300
-362
-2% -$104K 0.04% 361
2026
Q1 		$5.57M Sell
21,662
-407
-2% -$112K 0.04% 357
2025
Q4 		$6.16M Buy
22,069
+798
+4% +$228K 0.05% 307
2025
Q3 		$6.25M Sell
21,271
-2,001
-9% -$577K 0.06% 265
2025
Q2 		$6.62M Buy
23,272
+5,104
+28% +$1.32M 0.07% 208
2025
Q1 		$4.44M Sell
18,168
-14,033
-44% -$3.65M 0.07% 246
2024
Q4 		$8.17M Buy
32,201
+4,434
+16% +$1.14M 0.15% 125
2024
Q3 		$6.76M Buy
27,767
+371
+1% +$86.4K 0.15% 119
2024
Q2 		$6.29M Sell
27,396
-4,917
-15% -$1.13M 0.14% 119
2024
Q1 		$7.35M Buy
32,313
+129
+0.4% +$28.9K 0.18% 100
2023
Q4 		$7.07M Buy
32,184
+3,605
+13% +$721K 0.22% 72
2023
Q3 		$5.57M Buy
28,579
+3,479
+14% +$710K 0.18% 87
2023
Q2 		$5.16M Buy
25,100
+4,381
+21% +$849K 0.17% 95
2023
Q1 		$4.04M Sell
20,719
-538
-3% -$103K 0.15% 105
2022
Q4 		$3.82M Sell
21,257
-1,193
-5% -$216K 0.14% 111
2022
Q3 		$3.83M Sell
22,450
-33,310
-60% -$6.31M 0.17% 79
2022
Q2 		$9.78M Buy
55,760
+24,895
+81% +$4.82M 0.3% 45
2022
Q1 		$6.88M Buy
+30,865
New +$6.81M 0.41% 42
2019
Q1 		– Sell
-1,776
Closed -$208K – 133
2018
Q4 		$208K Sell
1,776
-135
-7% -$17.3K 0.03% 106
2018
Q3 		$267K Buy
1,911
+112
+6% +$15.7K 0.04% 100
2018
Q2 		$243K Buy
+1,799
New +$239K 0.04% 102

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Merit Financial Group's VOT Position: Q2 2026 in Review

Merit Financial Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.7% in Q2 2026, selling an estimated $104K and leaving 21,300 shares worth $6.52M. The position accounts for 0.04% of the portfolio, ranked #361.

Merit Financial Group first reported a position in VOT in Q2 2018 and has held it in 21 quarters since. The position peaked at $9.78M in Q2 2022. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Merit Financial Group held 21,300 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.52M as of Q2 2026.
  • Merit Financial Group sold 362 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $104K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Merit Financial Group's portfolio in Q2 2026, its #361 holding.
  • Merit Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2018 and has held it in 21 quarters since.
  • Merit Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9.78M in Q2 2022.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.